Proven achiever with extensive experience at Funeral Directors Life Insurance Company, excelling in roles from Sales to Operations Support. Leveraged problem-solving and multitasking abilities to enhance efficiency and customer loyalty. Demonstrated reliability and attention to detail, driving process improvements and fostering long-term client relationships.
Overview
7
7
years of professional experience
Work History
Sales Support Specialist
Funeral Directors Life Insurance Company
Abilene, TX
03.2023 - Current
Collaborated closely with finance departments to ensure timely invoicing and payment collection from customers.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Managed customer accounts, responding to inquiries and resolving customer service issues
Prepared and presented sales reports and customer profiles to upper management.
Created agreements in PandaDocs to send to new and existing clients.
Utilized CRM to communicate with customers and coworkers
Operations Support Specialist
Funeral Directors Life Insurance Company (Passare)
Abilene, TX
06.2020 - 03.2023
Identified areas for improvement in current processes, proposing innovative solutions that led to cost savings and increased efficiency.
Enhanced customer satisfaction by resolving issues promptly and providing excellent communication throughout the resolution process.
Evaluated new technologies and tools for potential integration into the operations support framework, recommending solutions that led to increased efficiency and cost savings.
Improved team efficiency through regular training sessions on software updates and new procedures.
Participated in regular performance reviews, using constructive feedback as an opportunity for growth and development within my role as a Verification Specialist.
Prioritized workload efficiently, managing multiple assignments simultaneously without compromising on quality or accuracy.
Maintained a high level of professionalism when interacting with external parties during the verification process.
Demonstrated excellent attention to detail while handling sensitive client information, ensuring confidentiality at all times.
Education
Bachelor Of Science - General Studies
Lamar University
Beaumont, TX
12.2018
Skills
Processing payments
Problem-Solving
Time Management
Attention to Detail
Multitasking Abilities
Reliability
Self Motivation
Task Prioritization
Timeline
Sales Support Specialist
Funeral Directors Life Insurance Company
03.2023 - Current
Operations Support Specialist
Funeral Directors Life Insurance Company (Passare)